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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,938 | $91,198+78.7% | $178,503-8.7% | $79,856+104.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.98% | 24.20%-13.2pp | 151.12%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $8,161 | $3,257+150.6% | $5,011+62.9% | $2,471+230.2% |
| Participant deferral / active EE | $5,040 | $3,237+55.7% | $5,202-3.1% | $3,741+34.7% |
| Admin fee / account holder | $4,212 | $6,748-37.6% | $13,987-69.9% | $5,306-20.6% |